DWM
Diversify Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.46M | Buy |
57,451
+3,915
| +7% | +$168K | 0.15% | 160 |
|
2025
Q1 | $2.71M | Buy |
53,536
+376
| +0.7% | +$19K | 0.2% | 137 |
|
2024
Q4 | $3M | Buy |
53,160
+2,221
| +4% | +$125K | 0.23% | 119 |
|
2024
Q3 | $3.01M | Buy |
50,939
+1,498
| +3% | +$88.4K | 0.29% | 88 |
|
2024
Q2 | $2.58M | Buy |
+49,441
| New | +$2.58M | 0.32% | 76 |
|